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Insurance in Santa Barbara, CA

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Brady Wealth Management

Brady Wealth Management is locally owned and operated by Brady and Erin Schmidt. Brady, who is President of Brady Wealth Management, Inc., has more than 22 years serving retirees and their retirement planning needs. In addition to being an insurance and financial professional, licensed by the California Department of Insurance (License # 0632846), Brady is also a member of the Society of Certified Retirement Financial Advisors and the Association of Chartered Senior Financial Planners. Erin Schmidt is an Investment Adviser Rep. and Insurance & Financial Advisor and co-owner of the firm (CRD #6647841 and CA DOI #0L07961. Erin is a member of the National Ethics Association in good standing as well.

Neil Booth is the CEO and President of Medicare by AMA, A Medicare FMO Based in Calabasas California. With over 30 years of experience in a variety of leadership roles and 10 years in health insurance, Neil is passionate about helping serve agents and improving the Medicare sales experience for agents and their clients. Neil started his career in England in retail management; he was responsible for over 100 employees and tens of millions of dollars at just 23-years-old. After arriving in the USA ten years ago,Neil joined a family-run business of over 40 Years. In 2022, he acquired Medicare by AMA after building it into a multi-million-dollar Medicare FMO from scratch in just seven years. Neil started his Medicare GA career when he saw how difficult it was for new Medicare agents to get started, and how he could enhance the sales training and support for his own agents. AMA currently supports 500+ agents in California and Nevada. Neil is a family man with three children, an amazing wife, and four four-legged friends. He's also a sports fanatic. Neil loves Liverpool FC and adopted their motto: "You'll Never Walk (or Work) Alone".

First American Title Company

Our First American Title office in the Santa Barbara area provides comprehensive title insurance protection and professional escrow and settlement services for all types of real estate transactions. By providing superior service and technology, First American delivers the industry's best customer experience. Contact our local First American Title team in Santa Barbara, CA to experience the First American difference.

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